Sea Crest Wealth Management, LLC Incresed Positions in Q2 2025

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.09%
$91.62 - $109.97 $458 - $550
5.44K $597K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 0.34%
$160.22 - $209.35 $801 - $1.05K
1.47K $307K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.5K
+ 14.4%
$45.07 - $52.57 $67.6K - $78.9K
11.9K $582K
VOE
Vanguard Mid Cap Value Index F

ETFs
162
+ 6.45%
$141.87 - $164.49 $23K - $26.6K
2.67K $439K
BIGZ
Black Rock Innovation & Growth Trust
5.84K
+ 11.41%
N/A
57K $376K
OKE
Oneok Inc

Energy
2.25K
+ 27.13%
$78.71 - $100.37 $177K - $226K
10.6K $862K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
2.09K
+ 8.81%
$13.91 - $16.31 $29.1K - $34.1K
25.8K $414K
CLBK
Columbia Financial, Inc.

Financial Services
3.43K
+ 16.57%
$13.07 - $15.57 $44.8K - $53.3K
24.1K $349K
PSC
Principal ETF U.S. Small Cap M

ETFs
207
+ 4.27%
$43.14 - $53.28 $8.93K - $11K
5.05K $269K
GLQ
Clough Global Equity Fund

Financial Services
306
+ 0.75%
$5.56 - $7.12 $1.7K - $2.18K
41.3K $293K
D
Dominion Energy, Inc

Utilities
490
+ 6.07%
$49.66 - $58.0 $24.3K - $28.4K
8.56K $483K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
3
+ 0.03%
$20.72 - $25.75 $62.2 - $77.3
9.38K $241K
AVXL
Anavex Life Sciences Corp.

Healthcare
2.1K
+ 11.93%
$7.37 - $9.63 $15.5K - $20.2K
19.7K $181K
VERU
Veru Inc.

Healthcare
27K
+ 19.57%
$0.49 - $0.7 $13.2K - $18.9K
165K $95K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.47%
$1561.69 - $1966.55 $1.56K - $1.97K
215 $420K
IGR
Cbre Global Real Estate Income Fund

Financial Services
3.05K
+ 7.77%
$4.33 - $5.29 $13.2K - $16.2K
42.3K $224K
BWX
Spdr Bloomberg International T

ETFs
83
+ 0.65%
$21.87 - $23.49 $1.82K - $1.95K
12.9K $302K
EVRG
Evergy, Inc.

Utilities
329
+ 2.33%
$64.06 - $69.64 $21.1K - $22.9K
14.4K $995K
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 0.09%
$38.52 - $48.28 $154 - $193
4.67K $225K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
3.04K
+ 4.09%
$5.17 - $5.91 $15.7K - $17.9K
77.2K $455K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
6
+ 0.12%
$95.74 - $115.54 $574 - $693
5.16K $589K
EOG
Eog Resources Inc

Energy
303
+ 14.41%
$104.61 - $129.97 $31.7K - $39.4K
2.41K $287K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
74
+ 0.67%
$11.71 - $19.37 $867 - $1.43K
11.1K $178K
RPM
Rpm International Inc

Basic Materials
262
+ 13.04%
$96.97 - $117.58 $25.4K - $30.8K
2.27K $249K
TXN
Texas Instruments Inc

Technology
83
+ 0.88%
N/A
9.48K $1.84M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
2.25K
+ 9.14%
$13.25 - $14.85 $29.7K - $33.3K
26.8K $382K
TOLZ
Dj Brookfield Global

ETFs
98
+ 1.57%
$48.57 - $54.85 $4.76K - $5.38K
6.32K $340K
UPWK
Upwork, Inc

Industrials
800
+ 8.0%
$11.8 - $17.5 $9.44K - $14K
10.8K $145K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
86
+ 1.99%
$85.42 - $94.39 $7.35K - $8.12K
4.41K $413K
INTC
Intel Corp

Technology
827
+ 3.71%
$18.13 - $22.69 $15K - $18.8K
23.1K $517K
CION
Cion Investment Corp

Financial Services
3.56K
+ 13.96%
$8.68 - $10.48 $30.9K - $37.4K
29.1K $278K
JPIE
J P Morgan Exchange Traded Fd
200
+ 3.33%
$45.12 - $46.32 $9.02K - $9.26K
6.22K $287K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
120
+ 0.94%
$100.04 - $100.54 $12K - $12.1K
12.8K $1.29M
CHY
Calamos Convertible & High Income Fund

Financial Services
187
+ 1.54%
$9.18 - $10.99 $1.72K - $2.06K
12.4K $135K
CI
Cigna Corp

Healthcare
22
+ 2.71%
$301.89 - $340.04 $6.64K - $7.48K
835 $276K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
753
+ 3.1%
N/A
25K $307K
WDAY
Workday, Inc.

Technology
2
+ 0.15%
$210.47 - $274.71 $421 - $549
1.35K $323K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
291
+ 1.35%
$7.6 - $8.89 $2.21K - $2.59K
21.9K $194K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
62
+ 0.32%
$10.42 - $12.26 $646 - $760
19.3K $236K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
1.22K
+ 3.39%
$6.87 - $7.76 $8.37K - $9.45K
37.2K $281K
FT
Franklin Universal Trust

Financial Services
337
+ 1.63%
$6.95 - $7.62 $2.34K - $2.57K
21K $159K
ITW
Illinois Tool Works Inc

Industrials
22
+ 1.32%
$218.41 - $252.43 $4.81K - $5.55K
1.69K $416K
BR
Broadridge Financial Solutions, Inc.

Technology
14
+ 1.36%
$217.22 - $246.25 $3.04K - $3.45K
1.05K $253K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.1%
$77.94 - $79.5 $312 - $318
4.16K $330K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
35
+ 2.52%
$167.22 - $212.42 $5.85K - $7.43K
1.42K $281K
Neos ETF Trust
6.59K
+ 99.85%
N/A
13.2K $0
FSCO
Fs Cr Opportunities Corp Com
7.5K
+ 11.91%
N/A
70.5K $0
Arista Networks Inc
2.57K
+ 15.74%
N/A
18.9K $0
Armour Residential Reit Inc
2K
+ 12.19%
N/A
18.4K $0
Activity Summary
Buys All Purchases 231 New Holdings 54 Increased Positions 177 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email